Most financial advisor biographies sound the same — a lot of jargon about “strategies, portfolios and goal-oriented planning.” Mine’s different, because so is my story. I believe money should never feel like a math test; it should feel like a conversation. My clients aren’t numbers, they’re people: professionals chasing dreams, families preparing for college drop-offs, retirees figuring out what “next chapter” really means. Here’s what I do differently:
• I translate confusing financial jargon into plain English.
• I ask about your kids, your business, your real life goals — not just your account balance.
• I help you prepare for curveballs, not just the textbook scenarios.
• I bring the perspective of a recruiter and storyteller, not just a financial advisor, making conversations approachable and (dare I say it) even enjoyable. Before Edward Jones, I spent years in talent recruiting and even behind a microphone in sports radio. That background taught me how to listen, how to tell stories, and how to connect with people from all walks of life. When I’m not meeting with clients, you’ll probably find me on stage in a local theatre, singing in my church choir, or chasing my son Callaway around with my wife, Lindsey, and our Goldador, Buzz. If you’re looking for a financial advisor who sees you as more than a portfolio, let’s talk. I’ll bring the strategy — you bring the story. Let's tell it together.Edward Jones is a financial-services firm dedicated to serving the needs of individual investors. Edward Jones is a financial services firm dedicated to serving the needs of individual investors. Member SIPC.
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